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ASTUTEWHEEL: Iress Open Standard Integration
on
26-03-2019
04:31 PM
- last edited on
06-12-2019
09:57 PM
by
melanie.meadwel
Labels:
Type: Digital Engagement
Locale: Australia
Description provided by the integrator:
A complete suite of tools to gather client information efficiently online, educate clients, model strategies live, auto produce compliant file notes and market the business.
Contact details for integrator: TBA
Website for integrator: https://www.astutewheel.com.au/
Expected Delivery: TBA
Activation Type: Xplan System Settings
Iress Contact: please contact your account manager if you need further assistance.
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